|
⚲
|
| BBAE Advisors LLC
✚
|
|
|---|---|
| CRD # | 269900 |
| SEC # | 801-104469 |
| CIK # | |
| AUM | $1.2 M (2026-03-26) |
| Employees | 3 (0% Investors, 100% Brokers) |
| Phone | 972-618-0043 |
| Address | 7700 Windrose Ave Plano, TX 75024 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 1.1 |
| (b) Individuals (high net worth individuals) | 11 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 148 | 1.2 |
| By Discretionary | ||
| Discretionary | 148 | 1.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 148 | 1.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 0.1 | |
| Total | 148 | 1.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BVB and Partners Sa
✚
|
0.0 | |
|
Wealthn LLC
✚
|
PA | 0.0 |
|
Wolverine Investment Advisors LLC
✚
|
GA | 0.0 |
|
Elphinstone Inc
✚
|
NY | 0.0 |
|
Colab Capital LLC
✚
|
UT | 0.0 |
|
OIA Ltd
✚
|
0.0 | |
|
Allvet Financial LLC
✚
|
0.0 | |
|
Asesordeinversionescom Ltd
✚
|
0.0 | |
|
Envisage GmbH
✚
|
0.0 | |
|
RIA Global Research LLC
✚
|
TX | 0.0 |